PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

76 hedge funds and large institutions have $72.4M invested in PIMCO Corporate & Income Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
27
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GL
1
GHE LLC
Tennessee
$2.78M
2
GC
2
Guggenheim Capital
Illinois
$4.56M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.84M
4
NL
4
NWAM LLC
Washington
$627K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$670K

Top Sellers

1
ECA
1
Elevated Capital Advisors
Utah
$4.73M
2
AF
2
Allworth Financial
California
$429K
3
IAIM
3
International Assets Investment Management
Florida
$0
4
RWA
4
Redmont Wealth Advisors
Illinois
$435K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.58M 654,331 -8,802 -1%
BA
2
Bridge Advisory
California
$7.53M 574,001 +24,446 +4%
ECA
3
Elevated Capital Advisors
Utah
$4.73M 360,809 -134,723 -27%
GC
4
Guggenheim Capital
Illinois
$4.56M 348,102 +90,861 +35%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.84M 293,017 +48,278 +20%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.83M 292,322 +11,728 +4%
Invesco
7
Invesco
Georgia
$3.64M 277,618 -8,715 -3%
LPL Financial
8
LPL Financial
California
$3.45M 263,076 +4,501 +2%
GL
9
GHE LLC
Tennessee
$2.78M 212,385 +188,885 +804%
PCM
10
Penserra Capital Management
California
$2.53M 193,341 +12,053 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.28M 173,766 +23,298 +15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.18M 166,585 -228 -0.1%
CWP
13
Cyndeo Wealth Partners
Florida
$2M 152,930 +4,285 +3%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.84M 140,483 +21,362 +18%
AWS
15
Atria Wealth Solutions
New York
$1.53M 115,824 +4,415 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.36M 103,565 +7,679 +8%
UBS Group
17
UBS Group
Switzerland
$1.07M 81,833 +3,554 +5%
CAN
18
Cetera Advisor Networks
California
$1.02M 77,490 +4,456 +6%
NA
19
NewEdge Advisors
Louisiana
$1.01M 76,754 +5,068 +7%
Bank of America
20
Bank of America
North Carolina
$918K 70,035 +2,777 +4%
PFS
21
Prospera Financial Services
Texas
$896K 68,323 +4,767 +8%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$691K 52,735 -104 -0.2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$670K 51,079 +39,126 +327%
KAS
24
Kestra Advisory Services
Texas
$627K 47,845 +7,244 +18%
NL
25
NWAM LLC
Washington
$627K 47,795 +47,795 New
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